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Additional posts
5 ways generative AI can help your professionals work more effectively
This article looks at five of the most significant advantages professional services firms achieve from generative AI.
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Professional services
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Intapp Assist
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Access to AI technology impacts employee satisfaction
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Technical Product Marketing Manager
According to the Intapp 2024 Tech Perceptions Survey Report, only 50% of respondents from moderate- and low-tech firms were highly satisfied at their jobs, as compared to 81% of respondents from high-tech firms. Read how AI directly impacts employee performance and satisfaction.
Save time and make fast, informed decisions with automated transcripts, AI-generated summaries, and narrative generation
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Vice President, Product Management
Intapp DealCloud and Intapp Assist for DealCloud provide meeting details, transcripts, and AI-driven summaries and insights — all in one place. Your professionals can save time, stay up to date, and make fast, informed decisions that benefit your firm and clients.
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Intapp Assist
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Intapp DealCloud
Concerns around AI technology (and how to address them)
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Managing Director
Our Tech Perceptions Survey found that most fee earners want to use AI at work. However, concerns around data quality, security, and staffing often prevent firms from adopting and using AI technology. Learn more about our survey findings and how your firm can address these concerns.
How financial services firms improve pipeline management with Intapp DealCloud
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Vice President, Financial Services
Read highlights from this Private Equity Wire interview to learn how private capital firms use Intapp DealCloud to improve pipeline management and drive growth.
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Financial services
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Intapp Assist
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6 questions to ask when evaluating employee code-of-conduct management software
This article covers 6 key questions you should ask when evaluating employee code-of-ethics and firm policy management software.
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Intapp Employee Compliance
Key features your firm needs in an investment banking CRM
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Industry Principal, Investment Banking
Learn why you should replace your legacy CRM system with an AI-powered investment banking CRM, and what features to look for when evaluating your options.
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Investment banking
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Intapp Assist
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Intapp Employee Compliance product updates
Intapp Employee Compliance updates, offer new capabilities and user experience enhancements.
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Financial services
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Professional services
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How AI data summarization helps your team work faster and smarter
Research reveals that 76% of professionals at partner-led firms are interested in using AI data summarization. Learn how Intapp Assist for DealCloud’s deal summaries, meeting summaries, and other detail page summaries provide critical AI-driven insights.
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Financial services
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Professional services
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Why oversharing firm data is a bigger problem than ever — and how Intapp Walls for Copilot helps
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Compliance Practice Group Lead
Microsoft Copilot can quickly pull data from across a firm’s various systems. But how can accounting and consulting firms prevent Copilot from sharing confidential data with users? Intapp Walls for Copilot can help you easily set permissions in place and mitigate the oversharing problem.
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Intapp Walls
From AI to integrations: 3 new DealCloud product innovations to boost performance and results
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Vice President, Product Management
Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.
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Financial services
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Professional services
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How tailored relationship intelligence simplifies professional relationship management
Your firm’s success hinges on the strength of its relationships. However, most teams don’t have the time or tools to manage their relationships effectively. Learn how relationship signals simplify professional relationship management by centralizing AI-driven intelligence within Intapp DealCloud.
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Professional services
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Intapp Assist
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